What a special week it was in Southern California for the CWA community. Clients, planners and some of our favorite vendors gathered for three days...

FinCen BOI Reporting Updates
CWA
March 26, 2025
Interim Final Rule Eliminates BOI Reporting Requirements Updated March 26, 2025: Reporting requirements removed! On March 21, 2025, FinCEN issued an interim final rule that
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CWA
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April 6, 2018
With winter weather still lingering in most of the country, Miami was a beachy paradise backdrop for the Cain Watters & Associates 27th Annual Meeting....
2 MIN READ

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CWA
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January 5, 2018
With most of the U.S. experiencing below average temperatures this winter, it’s hard not to count down the weeks until the Annual Meeting in sunny...
2 MIN READ

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CWA
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October 31, 2017
There are now even more reasons to head to Miami this March. The CWA Annual Meeting keynotes, and breakout speakers are announced – and it’s...
3 MIN READ

by
CWA
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March 10, 2017
Each year the CWA Annual Meeting brings financial planners and clients together for a non-traditional, entertaining CWA experience. The 2017 annual meeting weekend was filled...
2 MIN READ

by
CWA
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July 13, 2016
Laissez les bons temps rouler! Laissez les bons temps rouler! The countdown has begun to our 26th Annual Meeting in New Orleans. We’ve confirmed New York...
< 1 MIN READ

by
CWA
•
May 23, 2016
CWA 26th Annual Meeting Ritz-Carlton, New Orleans March 2-4, 2017 Laissez les bons temps rouler! Get ready. The Crescent City has hosted us before – and...
< 1 MIN READ

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CWA
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February 29, 2016
CA to LA - Laissez les bons temps rouler! CWA 26th Annual Meeting, Ritz-Carlton, New Orleans March 2-4, 2017 We’ve just wrapped up the...
< 1 MIN READ

by
CWA
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December 11, 2015
We’re headed to Southern California for the CWA 25th Annual Meeting, and with only a few weeks to go more details on what’s making 25...
< 1 MIN READ

by
CWA
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November 3, 2015
By now you know that the CWA Annual Meeting is heading to Southern California in 2016. The only thing left for you to do is...
< 1 MIN READ

by
CWA
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February 26, 2015
You may have heard the whispers, but now it’s official. The CWA Annual Meeting is heading to Southern California in 2016. On Saturday, February...
< 1 MIN READ
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